Each stage is a step in your workflow. Stages represent the progression from start to finish. (e.g. ideas > contacted > responded > negotiating > closed-won > closed-lost etc). Have as many or as few stages as you like!

Each column represents the different fields of information you want to record across your items being tracked. (e.g. location, industry, employee count, source, deal size, next steps, start date etc.)

Streak automatically populates some columns for you (e.g. date of last sent email, number of tasks, date of last call etc.). Add and remove as many columns as you like!

#2. Organize your emails - add emails to boxes

Each row in your pipeline above is a 'Box'.

Your emails are organized by adding them to respective boxes.

For an email associated with Stark Industries, type in and create a Box named "Stark Industries". This email is now added to that Box.

If you have multiple emails associated with Stark Industries, simply select them all from your inbox, and add them in the same way to the Box "Stark Industries".

Once an email is added to a Box, add details (to the columns you previously created in the pipeline) through the right sidebar.

Remember, Boxes represent what you're tracking, and emails are attached to boxes.

For Sales, each box represents a lead or opportunity

For Business Development, each box represents a partnership opportunity

Note: If you have existing data, use the StreakGoogle Sheets Importer to import. You can also create Boxes directly in the Pipeline, and add associated emails later. Boxes without emails are perfectly fine too. :)

#3. Manage, prioritize, and collaborate

Start working within your boxes!

Within each of your created boxes, you could:

Add and view emails (including any email your team adds!)

Add comments and meeting notes (shared with your entire team)

Collaborate with team members (we’ll notify them when you @mention them)

Add contacts (we’ll automatically enrich them with publicly available data)